Latest Institutional Transactions on Waste Management Inc (WM)
This table provides information on the latest institutional transactions involving Waste Management Inc (WM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
6.5KNew |
$983K - $1.16M
|
6.5K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.01KNew |
$153K - $181K
|
1.01K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
166New |
$25.1K - $29.7K
|
166
$33.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
211New |
$31.9K - $37.8K
|
211
$43K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
42+ 1.04% |
$6.35K - $7.52K
|
4.08K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.9KNew |
$4.22M - $4.99M
|
27.9K
$5.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
8.3KNew |
$1.26M - $1.49M
|
8.3K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-106- 3.14% |
$16K - $19K
|
3.28K
$668K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.76KNew |
$266K - $315K
|
1.76K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
100+ 5.53% |
$15.1K - $17.9K
|
1.91K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
20KNew |
$3.02M - $3.58M
|
20K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.22% |
$302 - $358
|
907
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.26KNew |
$190K - $225K
|
1.26K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-432- 88.16% |
$65.3K - $77.4K
|
58
$11.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Clear Sky Advisers, LLC
Houston, TX |
SELL
|
- |
-14.9K- 19.6% |
$2.26M - $2.67M
|
61.2K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.66KNew |
$402K - $476K
|
2.66K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-28.4K- 59.75% |
$4.29M - $5.08M
|
19.1K
$3.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.99K- 50.58% |
$452K - $536K
|
2.92K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-75- 5.23% |
$11.3K - $13.4K
|
1.36K
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
482KNew |
$72.9M - $86.4M
|
482K
$98.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
607+ 0.4% |
$91.8K - $109K
|
152K
$30.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
53New |
$8.01K - $9.49K
|
53
$10.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
75New |
$11.3K - $13.4K
|
75
$15.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-33- 61.11% |
$4.99K - $5.91K
|
21
$4.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-269- 34.98% |
$40.7K - $48.2K
|
500
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300+ 89.82% |
$45.4K - $53.7K
|
634
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.18KNew |
$178K - $211K
|
1.18K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
88New |
$13.3K - $15.8K
|
88
$18K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.3KNew |
$197K - $233K
|
1.3K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
319New |
$48.2K - $57.1K
|
319
$65.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
185+ 5.35% |
$28K - $33.1K
|
3.64K
$743K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
199New |
$30.1K - $35.6K
|
199
$40.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.77KNew |
$268K - $318K
|
1.77K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
281+ 7.6% |
$42.5K - $50.3K
|
3.98K
$811K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
94+ 14.46% |
$14.2K - $16.8K
|
744
$152K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
2.6K+ 178.97% |
$392K - $465K
|
4.05K
$825K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
900New |
$136K - $161K
|
900
$184K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-100K- 51.9% |
$15.2M - $18M
|
93K
$19M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-12.2K- 89.09% |
$1.84M - $2.18M
|
1.49K
$304K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$2.27K - $2.69K
|
15
$3.06K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
85New |
$12.9K - $15.2K
|
85
$17.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.12KNew |
$169K - $200K
|
1.12K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-4.19K- 21.76% |
$634K - $750K
|
15.1K
$3.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-912- 43.93% |
$138K - $163K
|
1.16K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$726K - $859K
|
4.8K
$979K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.38KNew |
$813K - $963K
|
5.38K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
39+ 0.27% |
$5.9K - $6.98K
|
14.3K
$2.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-22- 0.3% |
$3.33K - $3.94K
|
7.22K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.38% |
$907 - $1.07K
|
1.6K
$327K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
548New |
$82.9K - $98.1K
|
548
$112K
|